22 hours ago

Commercial Loan Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Coordinate the closing and ongoing servicing of a region’s commercial loan portfolio. Build and maintain client relationships, respond to account inquiries within 24 hours, and manage loan-closing workflows including document requests, due diligence review, counsel coordination, and funding wire requests. Reconcile GL accounts, create CIF records, monitor tax and insurance items for real-estate secured loans, and assist customers and internal teams with servicing issues while ensuring compliance with applicable regulations.

Location: Panama

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Coordinate the closing and servicing of the region’s loan portfolio, following direction from the Regional President and Commercial Banker.
•Provide client relationship servicing and respond to phone calls, inquiries, and account requests within 24 hours.
•Manage loan-closing processes, including requesting documents, engaging counsel, reviewing due diligence and draft loan documents for compliance and required language, and preparing wire request forms for funding.
•Reconcile internal GL accounts tied to appraisal fees and expenses, and create CIF records for new customers without deposit accounts.
•Monitor real-estate secured loans for ad valorem tax payment and track insurance coverage, while calling past-due clients and helping resolve loan servicing issues.

Key Requirements

•High school diploma or equivalent.
•Minimum ten (10) years’ related banking or financial services experience.
•Minimum five (5) years’ experience working with customers to research and resolve issues with follow-up.
•Excellent written and verbal communication skills.
•Experience using Microsoft Outlook, Word and Excel, with strong attention to detail and the ability to work independently.

Experience:10+ yearsBankingFinancial services

Education:High School

Skills:CommunicationAttention to detailOrganizational skillsAbility to multi-taskIndependent work

Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft Excel

Company Brief

ServisFirst Bancshares

Bank holding company for ServisFirst Bank, offering commercial banking services including deposits, lending, treasury management, and private banking. Serves businesses and individuals primarily across the southeastern United States.

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Revenue: USD 100M to 250M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Birmingham, United States

Founded: 2005

Website LinkedIn

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ServisFirst Bancshares

22 hours ago

Commercial Loan Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Panama

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Coordinate the closing and servicing of the region’s loan portfolio, following direction from the Regional President and Commercial Banker.
•Provide client relationship servicing and respond to phone calls, inquiries, and account requests within 24 hours.
•Manage loan-closing processes, including requesting documents, engaging counsel, reviewing due diligence and draft loan documents for compliance and required language, and preparing wire request forms for funding.
•Reconcile internal GL accounts tied to appraisal fees and expenses, and create CIF records for new customers without deposit accounts.
•Monitor real-estate secured loans for ad valorem tax payment and track insurance coverage, while calling past-due clients and helping resolve loan servicing issues.

Key Requirements

•High school diploma or equivalent.
•Minimum ten (10) years’ related banking or financial services experience.
•Minimum five (5) years’ experience working with customers to research and resolve issues with follow-up.
•Excellent written and verbal communication skills.
•Experience using Microsoft Outlook, Word and Excel, with strong attention to detail and the ability to work independently.

Experience:10+ yearsBankingFinancial services

Education:High School

Skills:CommunicationAttention to detailOrganizational skillsAbility to multi-taskIndependent work

Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft Excel

Company Brief

ServisFirst Bancshares

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Revenue: USD 100M to 250M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Birmingham, United States

Founded: 2005

Website LinkedIn